Long-term investor
Comprehensive Financial Planning, Inc. @comprehensivefinancialpl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002044855).
Record
- Tracked since 2025-06-30 (448 days), 103 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months n/a · 1 year +14.8% · all +14.8%
- Max drawdown n/a · win rate 22% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 47103U845 · 4.7% · long · since 2025-06-30
- NVDA · 4.5% · long · since 2025-06-30
- AAPL · 4.4% · long · since 2025-06-30
- MU · 3.9% · long · since 2025-09-30
- 922908363 · 3.3% · long · since 2025-06-30
- 46137V233 · 3.0% · long · since 2025-06-30
- 464287200 · 2.9% · long · since 2025-06-30
- 464287523 · 2.7% · long · since 2025-06-30
- 46654Q609 · 2.0% · long · since 2025-06-30
- 46654Q757 · 1.9% · long · since 2025-06-30
- 22788C105 · 1.8% · long · since 2025-06-30
- META · 1.8% · long · since 2025-06-30